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2021

2020

  • Daiwa's View

    Daiwa's View

    30 December 2020 808 KB PDF
    • Fateful January.
  • Daiwa's View

    Daiwa's View

    25 December 2020 726 KB PDF
    • Does Green premium exist?
  • Outlook for BoJ's JGB purchases (January 2021)

    Outlook for BoJ's JGB purchases (January 2021)

    24 December 2020 607 KB PDF
    • Hoping for BOJ’s repose to market call for reduction.
  • Daiwa's View

    Daiwa's View

    24 December 2020 798 KB PDF
    • Implication of deeper LCH/JSCC spread in negative territory.
  • JGB Insight

    JGB Insight

    22 December 2020 1046 KB PDF
    • Issuance of 40-year JGBs to increase in response to strong market demand.
  • Daiwa's View

    Daiwa's View

    22 December 2020 1004 KB PDF
    • Outlook for JGB issuance from viewpoint of FY21 budget.
  • Daiwa's View

    Daiwa's View

    18 December 2020 802 KB PDF
    • Dollar depreciation and “currency basis,” both of which could cause weaker correlation between US and Japanese yields.
  • Daiwa's View

    Daiwa's View

    17 December 2020 715 KB PDF
    • Three points in announced FY20 third extra budget.